Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,731
Closed -$112K 1193
2025
Q1
$112K Buy
+1,731
New +$112K 0.03% 392
2024
Q4
Sell
-1,882
Closed -$190K 1161
2024
Q3
$190K Sell
1,882
-8,195
-81% -$826K 0.04% 384
2024
Q2
$1.07M Buy
10,077
+9,405
+1,400% +$996K 0.22% 89
2024
Q1
$94.5K Buy
+672
New +$94.5K 0.02% 659